Douglas Jones
Douglas Jones is a registered investment advisor at Wood Creek Capital Advisors, LLC, based in Lynchburg, VA, with 18 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 261 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% based on complexity and is negotiable. Variable annuity and life management has a maximum annual fee of 1.5%.
Fee Estimator
Location
101 Duncraig Dr., Unit 106, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Douglas is a sole proprietor working as an insurance agent since 2017, focusing on life insurance sales. This activity takes a few hours per week.
Employment History
Current Registrations
Wood Creek Capital Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
Colonial River Wealth Management LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Gwn Securities INC.Broker
Interactive Financial Advisors
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- William King, ChFCWood Creek Capital Advisors, LLC
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- Benjamin Berry, CFPLPL Financial LLC
- Charles White, CFAPettyjohn, Wood & White, INC.